Generate Comprehensive Client Brief Reports with Llama 3 AI & Google Workspace

How It Works

Trigger: The workflow starts automatically when a new file (PDF, DOCX, or TXT) is uploaded to a specific Google Drive folder for client briefs.

Configuration: The workflow sets up key variables, such as the folder for storing reports, the account manager’s email, the tracking Google Sheet, and the error notification email.

File Type Check & Text Extraction: It checks the file type and extracts the text using the appropriate method for PDF, DOCX, or TXT files.

Extraction Validation: If text extraction fails or the file is empty, an error notification is sent to the designated email.

AI Analysis: The extracted text is analyzed using Groq AI (Llama 3 model) to summarize the brief, extract client needs, goals, challenges, and more.

Industry Research: The workflow performs additional AI-powered research on the client’s industry and project type, using Wikipedia and Google Search tools.

Report Generation: The analysis and research are combined into a comprehensive, formatted report.

Google Doc Creation: The report is saved as a new Google Doc in a specified folder.

Logging: Key details are logged in a Google Sheet for tracking and record-keeping.

Notification: The account manager receives an email with highlights and a link to the full report.

Error Handling: If any step fails (e.g., text extraction), an error email is sent with troubleshooting advice.

Setup Steps

Google Drive Folders: Create a folder for incoming client briefs. Create a folder for storing generated client summary reports.

Google Sheet: Create a Google Sheet with a sheet/tab named “Brief Analysis Log” for tracking analysis results.

Google Cloud Project: Set up a Google Cloud project and enable APIs for Google Drive, Google Docs, Google Sheets, and Gmail. Create OAuth2 credentials for n8n and connect them in your n8n instance.

Groq AI Credentials: Obtain API credentials for Groq AI and add them to n8n.

SerpAPI (Optional, for Google Search): If using Google Search in research, get a SerpAPI key and add it to n8n.

n8n Workflow Configuration:

In the “Workflow Configuration” node, set the following variables: clientSummariesFolderId: Google Drive folder ID for reports. accountManagerEmail: Email address to notify. trackingSheetId: Google Sheet ID for logging. errorNotificationEmail: Email for error alerts.

Connect All Required Credentials:

Make sure all Google and AI nodes have the correct credentials selected in n8n. Test the Workflow:

Upload a sample client brief to the monitored Google Drive folder. Check that the workflow runs, generates a report, logs the result, and sends the notification email.